Number of Shares
232,928.00
Current Holdings Value*
$21.85 Mil
% of Portfolio
11.73%
Total Estimate Gain
$11.15 Mil
% of Total Estimate Gain
51.32%

Beaumont Asset Management, L.L.C.'s VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-06-30, Beaumont Asset Management, L.L.C. held 232,928.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $21.85 Mil. This investment constitutes 11.73% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.18% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2019Q4. And since then Beaumont Asset Management, L.L.C. has made 11 purchases of MOAT, at an average price of $58.42, for a total of 371,932.00 shares. In addition, there have been 11 sales at an average price of $71.55 for 139,004.00 shares. Based on historical transaction data and MOAT's current price of $98.45, Beaumont Asset Management, L.L.C.'s estimated gain on his MOAT holdings is $11.15 Mil, reflecting a 51.32% gain to date.

Beaumont Asset Management, L.L.C. MOAT ($98.45) Holding Chart

Beaumont Asset Management, L.L.C. MOAT ($98.45) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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